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About 76% of the average account was in stocks across the 4.7 million participants in plans that Vanguard keeps records for.
June 14 -
With the burden on participants to figure it all out, it's no surprise that more often than not, they just give up, Alexis Leondis writes.
June 10 -
“Financial wellness is front and center [for employers], so the partnership between Betterment and Lumity made perfect sense,” says Amit Ahluwalia, Lumity’s national employee benefits practice leader.
June 10 -
Make female executives and heiresses feel dumb about personal finance and they’ll take their portfolios elsewhere.
June 4 -
Retiring before the full retirement age can result in a cut in Social Security benefits by as much as 30%, research shows.
June 4 -
While after-tax funds in employer-sponsored plans are tracked by plan administrators, clients are on their own with traditional IRAs, Jeffrey Levine writes.
June 4 -
"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.
June 4Wells Fargo -
Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.
June 3 -
When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.
June 3Portability Services Network -
While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.
June 1